HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

24 hedge funds and large institutions have $22.5M invested in John Hancock Hedged Equity & Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.47M
2
SFS
2
Shaker Financial Services
Virginia
$2.34M
3
WAM
3
Wolverine Asset Management
Illinois
$1.54M
4
LSC
4
Logan Stone Capital
Illinois
$612K
5
Invesco
5
Invesco
Georgia
$2.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.43M
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$392K
4
QL
4
Quarry LP
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$752K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.43M 567,071 -382,598 -40%
Invesco
2
Invesco
Georgia
$2.71M 282,819 +38,499 +16%
SFS
3
Shaker Financial Services
Virginia
$2.34M 244,613 +108,786 +80%
WAM
4
Wolverine Asset Management
Illinois
$1.54M 160,695 +88,209 +122%
Bank of America
5
Bank of America
North Carolina
$1.47M 153,956 +129,903 +540%
Wells Fargo
6
Wells Fargo
California
$1.32M 137,959 +9,252 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.3M 136,228 -1,700 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.02M 106,820 +19,419 +22%
GC
9
Guggenheim Capital
Illinois
$804K 84,059 +8,195 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$752K 78,589 -1,923 -2%
LSC
11
Logan Stone Capital
Illinois
$612K 64,000 +64,000 New
BRWA
12
B. Riley Wealth Advisors
Florida
$429K 44,836 +1,996 +5%
UBS Group
13
UBS Group
Switzerland
$392K 40,977 -62,460 -60%
Ameriprise
14
Ameriprise
Minnesota
$323K 33,797 +22 +0.1%
LCM
15
Landscape Capital Management
New Jersey
$320K 33,435 +13,788 +70%
LPL Financial
16
LPL Financial
California
$312K 32,618 -537 -2%
1CP
17
1607 Capital Partners
Virginia
$306K 31,936 +31,936 New
AA
18
AQR Arbitrage
Connecticut
$301K 31,477 +31,477 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$220K 23,037 +9,767 +74%
API
20
Advisor Partners II
California
$150K 15,673 +15,673 New
RJA
21
Raymond James & Associates
Florida
$147K 15,405 -453 -3%
Comerica Bank
22
Comerica Bank
Texas
$139K 14,533 +14,533 New
SWM
23
Silverlake Wealth Management
Vermont
$117K 12,273 – –
NA
24
NewEdge Advisors
Louisiana
$3.81K 398 – –
CCP
25
Clough Capital Partners
Massachusetts
– – -59,800 Closed
1
2